If you have either administrator or committee manager privileges in Interfolio, you can communicate with other reviewers and/or with the candidate using that system's built-in emailing features. Note that there are several activities within Interfolio where email notifications are triggered automatically, however these are not covered in this article. Here we focus on explicitly sending an email to either the case candidate or committee members, with the option to attach case documents — sending a message to the candidate as described below is the standard practice for sharing case materials with them in preparation for certification.
Summary
Step 1. Log into Interfolio
Step 2. View the Cases Page
Step 3. Open the Case
Emailing the Candidate
Step 4. Click "Case Options" and "Email Candidate"
Step 5. Add Documents as Required
Step 6. Compose Message and Send
Emailing Committee Members
Step 4. Click "Case Details"
Step 5. Click "Email" Link
Step 6. Add Documents as Required
Step 7. Compose Message and Send
Step 1. Log into Interfolio
You can access Interfolio either by clicking on links in an email you receive, or by navigating to their website directly at www.interfolio.com. Instructions for logging in can be found in the How to Access Interfolio for… articles linked near the bottom of this page.
Step 2. View the Cases Page
The first page you see after logging into Interfolio is the Dashboard. Click the "Cases" link on the left, or if the case you want to access is listed in the "Your Action Items" section, click the candidate's name to skip to Step 4 in the appropriate section (sending to either the candidate or committee) below.
The Interfolio Dashboard page with the "Cases" link, and a link to a case. Click this image to view a larger version.
Step 3. Open the Case
Interfolio displays a list of cases available to you, identified by candidate. Click the name of the candidate whose case materials you want to view. Depending on whether you want to email the candidate or committee members, continue with Step 4 from the corresponding section below.
The Cases page in Interfolio, with a link to a case. Click this image to view a larger version.
Emailing the Candidate
Continue with Step 4 in this section if you want to email the candidate. If you want to email members on the committee, continue with Step 4 in the section below.
Step 4. Click "Case Options" and "Email Candidate"
Interfolio displays the Case page with the case materials tab open. Click the "Case Options" button, and then click "Email Candidate."
The Case Materials tab of the Case page with the "Case Options" button and the "Email Candidate" link. Click this image to view a larger version.
Step 5. Add Documents as Required
If you want to share documents from the packet/dossier with the candidate, click the "+ Add" button, then click the "+" button next to each document you want to share.
The Message to Candidate page with the "+ Add" button. Click this image to view a larger version.
The Message to Candidate page with the "+" button for a packet/dossier document. Click this image to view a larger version.
Step 6. Compose Message and Send
Compose a subject and message for your email, and click the "Send" button.
The Message to Candidate page with the Subject and Message fields, and the "Send" button. Click this image to view a larger version.
Emailing Committee Members
Continue with Step 4 in this section if you want to email committee members. If you want to send an email to the candidate, continue instead with Step 4 in the section above.
Step 4. Click "Case Details"
Click the "Case Details" tab.
The Case Materials tab of the Case page with the "Case Details" tab link. Click this image to view a larger version.
Step 5. Click "Email" Link
Click the "Email" link in the header of the committee members list.
The Case Details tab of the Case page with the "Email" link. Click this image to view a larger version.
Step 6. Add Documents, Select Recipients
If you want to share documents from the packet/dossier with the committee, click the "+ Add" button, then click the "+" symbol next to each document you want to share.
The Message to Committee page with the "+ Add" button. Click this image to view a larger version.
The Message to Committee page with the "+" button for a packet/dossier document. Click this image to view a larger version.
You'll notice that a list of names shows up at the top of the page. These are the recipients of this email — click the "x" icon next to each one you would like to remove. Or, to add a recipient, click the "User" or "Committee" link in the "Add Another" area, and search for the name in the interface that appears. Click the search result when your intended recipient is found.
The Message to Committee page with the Delete Recipient (x) button, the "Add Another: User" link, the User Search Box, and a User Search result. Click this image to view a larger version.
Step 7. Compose Message and Send
Compose a subject and message for your email, and click the "Send" button.
The Message to Committee page with the Subject and Message fields, and the "Send" button. Click this image to view a larger version.
See Also
Where Can I Find The Documents in My Case?
Opus for Review Committee Members
How to Access Interfolio for Faculty
How to Access Interfolio for Administrators